English

As an Associate Financial Advisor, Charles works closely with lead Financial Advisors during the implementation process and provides on-going maintenance of client relationships.  With 20 years [...]

As an Associate Financial Advisor, Jake collaborates with Financial Advisors and clients to assist in the development and implementation of financial plans. Before coming to Empirical, Jake held [...]

As a Portfolio Manager, Tanya applies her extensive investment industry experience of over 30 years to Empirical client portfolios to ensure that they are managed in accordance with the specific [...]

A CERTIFIED FINANCIAL PLANNER™ professional, Jessica has over 12 years of experience working with high and ultra-high net worth individuals and families in the areas of investments, [...]

With over 20 years of experience in the finance industry, Ming is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client onboarding [...]

With over 20 years of experience, Shannon is committed to helping his clients and their families implement and maintain strong financial planning, investment management, tax minimization [...]

Justin has over 22 years of experience in the investment management industry, with a deep knowledge of investment operations, trading and served as CCO to a Seattle-based registered investment [...]

Cristina brings over thirteen years industry experience, with an emphasis in helping her clients develop, implement and monitor the success of their financial plans. Through comprehensive [...]

As an Associate Financial Advisor, Kevin works alongside Empirical’s financial advisors to assist in the execution and implementation of the various aspects of clients’ financial [...]

As a tax manager, Grace works closely with clients to identify tax saving opportunities and implement coordinated tax planning strategies that complement her clients’ overall financial [...]

Courtney manages and supports the Portland office to ensure a positive experience for both client and employee alike. She brings with her a tenured experience in administration and project [...]

Joe is the Director of Business Development and Strategic Initiatives. He is responsible for growing the firm through the maintenance and expansion of current business relationships, mergers and [...]